From video previews of our E-Seminar content to current and important economic alerts, this area of our website provides quick insight into some of the most important personal financial planning topics available.

Recent Economic Alerts

Below are recent important economic alerts - check back often for up to date topics as they are added.  Better yet, subscribe to receive the alert via email as they are released.

E-Seminar Videos

Click on the topic below for a quick preview of more in-depth information covered in the E-Seminar presentation of the same title.  The E-Seminar presentation includes links to printed documentation on the specific topic.

Financial Planning Basics


College Planning Basics

Investment Basics

An Introduction to Annuities

Variable Annuities

Retirement Planning Basics

Retirement Income Planning

Estate Planning Basics

Advanced Estate Planning

Planning for Long Term Care

Special Needs Planning

Roth IRA Conversions